WISSAHICKON WEALTH MANAGEMENT LLC

Overview

Wissahickon Wealth Management LLC is an independent, owner-operated registered investment adviser that serves individuals, families and small-business owners on a fee‑for‑assets basis. The firm offers financial planning and discretionary portfolio management, with filings indicating a clear preference for equity exposure. Its advisory model appears centered on personalized portfolios—using separately managed account (SMA) structures for individualized holdings alongside pooled vehicles where appropriate. The firm’s asset mix and custody relationships suggest a practical, execution‑focused approach: a large portion of client capital is held in exchange‑traded securities, which supports liquid, tax‑sensitive portfolio construction and easier rebalancing. Wissahickon charges a percentage of AUM and operates with a relatively compact client base, positioning it as a boutique manager that emphasizes portfolio customization for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices